-8.5%
KMB vs OPEN
-71.4%
+62.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.6% | -1.9% |
| 7D | -2.7% | +1.0% | -3.7% | -2.7% |
| 30D | -5.0% | -11.9% | +6.9% | -5.0% |
| 3M | +6.6% | -28.8% | +35.3% | +6.7% |
| 6M | +1.0% | -38.6% | +39.6% | +1.2% |
| YTD | +6.0% | -47.3% | +53.3% | +6.2% |
| 1Y | -16.6% | -49.2% | +32.5% | -16.5% |
| 3Y | -8.6% | -18.8% | +10.1% | -9.1% |
| 5Y | -10.9% | -83.6% | +72.8% | -14.7% |
| All | -8.5% | -71.4% | +62.9% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling